The benefits of Testamentary Trusts

Having worked hard over the years to accumulate wealth, most people want to ensure that their assets are available for future generations and not squandered by a frivolous beneficiary or accessible to an unintended recipient. If you have acquired reasonable assets,...
28 July, 2020

Estate planning for blended families

Most of us appreciate the importance of making a Will and having an estate plan that sets out how we would like to provide for and pass on assets to our loved ones when we die. If, like many Australians, you belong to a blended family, you may have additional factors...
15 June, 2020

Your Estate Planning Documents

We are now settled into our new offices at Level 2 / 60 Hindmarsh Square, Adelaide.  If you have not visited us yet at our new offices, feel free to come and check them out. While you are here, you might want to consider a review of your estate planning documents...
4 February, 2020

Inheritances and “Problem” Beneficiaries

We often meet with clients concerned about leaving an inheritance to a “problem” beneficiary.  Common examples include an alcoholic, a drug addict, a compulsive gambler or spendthrift, a bankrupt beneficiary, a beneficiary going through a matrimonial break up...
10 April, 2019

Powers of Attorney: All the same…right?

Powers of Attorney are a type of agency arrangement whereby a principal appoints an attorney or attorneys to manage their financial affairs.  Powers of Attorney created in South Australia are governed by the Powers of Attorney & Agency Act 1984.  A general Power...
13 February, 2019

A Short Word on the Importance of Digital Estate Planning

Recently, Gerald Cotton, CEO of Quadriga CX (Canada’s largest crypto currency exchange), died, age 30, taking with him the company’s “digital wallets” and their password to his grave; wiping out an estimated almost $283 million worth of crypto currency forever. A...
13 February, 2019